https://x.com/kingtutcap/status/1921972750689730847?t=fzBhHuLnKKdZ4lapI8hBWw&s=19
Included are ASTS, Planet labs, as well as Capella, recently acquired by IONQ.
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Fireflyâs first earnings release after its listing brought mixed feelings to investors.
On the one hand, the cash situation is secured for a long time, which provides room for maneuver to implement ambitious plans; in addition, promising progress was also seen in both launches and spacecraft development.
Optimists highlight the growing order book and significant contracts, which provide good visibility for the coming years. The progress of regulation and the success of some engine tests also reportedly create confidence in project schedules.
Skeptics, on the other hand, point to the decline in revenue and a substantial loss, and the guidance for the second half of the year seems subdued. Now, investorsâ attention is primarily focused on how the company succeeds in converting the order book into genuine revenue.
https://x.com/Earnings_Time/status/1970223516487143634
The Companyâs Own Materials
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Is anyone familiar with the Canadian company MDA Space? I couldnât find any mention of it in this thread. They have, among other things, satellite mass production, which they started in recent years. Additionally, they do robotics and last month they also launched a product designed for protecting their own satellites in space. It sounds very interesting, but I canât yet figure out if itâs a viable business operation. As someone who knows only a little about the subject, thatâs what Iâd like to think.
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